WP

WealthShield Partners Portfolio holdings

AUM $827M
1-Year Est. Return 15.07%
This Quarter Est. Return
1 Year Est. Return
+15.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$638M
AUM Growth
+$81.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,253
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$8.67M
3
+$8.39M
4
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$8.16M
5
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$7.98M

Top Sells

1
+$10.1M
2
+$8.06M
3
+$7.45M
4
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$7.27M
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$6.37M

Sector Composition

1 Technology 5.05%
2 Financials 3.32%
3 Consumer Discretionary 2.81%
4 Industrials 2.34%
5 Communication Services 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$91K 0.01%
2,423
377
$91K 0.01%
375
+225
378
$90K 0.01%
5,366
+3,000
379
$89K 0.01%
871
+760
380
$87K 0.01%
2,039
+6
381
$87K 0.01%
6,125
+2,490
382
$87K 0.01%
3,771
-2,370
383
$87K 0.01%
8,730
+559
384
$85K 0.01%
446
-81
385
$85K 0.01%
9,409
+58
386
$85K 0.01%
+1,219
387
$84K 0.01%
409
388
$83K 0.01%
+1,441
389
$82K 0.01%
1,368
-180
390
$81K 0.01%
733
-1
391
$81K 0.01%
652
392
$81K 0.01%
540
393
$80K 0.01%
1,643
394
$80K 0.01%
274
-751
395
$79K 0.01%
7,600
+3,600
396
$79K 0.01%
7,855
397
$78K 0.01%
286
+130
398
$78K 0.01%
1,967
+666
399
$77K 0.01%
12,978
400
$76K 0.01%
192
+2
14 15
16
17 18